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Products June 10, 2002
J.P. Morgan/American Century Takes Financial Engines Advice
October 18, 2001 (PLANSPONSOR.com) - A half-million
participants in 180 client companies using J. P.
Morgan/American Century Retirement Plan Services as
recordkeeper will get access to electronic financial advice
from Financial Engines.
Reported by Fred Schneyer
Officials said the ability to customize a Financial Engines product was important because many Morgan/American Century plan sponsor clients have private funds, such as commingled trust funds or private company stock, in their defined-contribution offering.
Six hundred plan sponsors use Financial Engines on behalf of their 1.7 million participants.